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Founders Financial Alliance’s KKR & Co KKR Stock Holding History

Founders Financial Alliance’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Buy
2,224
+4
+0.2% +$388 0.03% 431
2026
Q1 		$205K Buy
2,220
+70
+3% +$7.38K 0.04% 380
2025
Q4 		$274K Sell
2,150
-44
-2% -$5.47K 0.05% 305
2025
Q3 		$285K Sell
2,194
-41
-2% -$5.82K 0.05% 296
2025
Q2 		$297K Buy
2,235
+50
+2% +$5.85K 0.07% 254
2025
Q1 		$253K Buy
+2,185
New +$301K 0.06% 290
2020
Q4 		– Sell
-379
Closed -$13K – 866
2020
Q3 		$13K Buy
+379
New +$13.3K 0.01% 689

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Founders Financial Alliance's KKR Position: Q2 2026 in Review

Founders Financial Alliance increased its KKR & Co (KKR) stake by 0.18% in Q2 2026, buying an estimated $388 and bringing the position to 2,224 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #431.

Founders Financial Alliance first reported a position in KKR in Q3 2020 and has held it in 7 quarters since. The position peaked at $297K in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Founders Financial Alliance held 2,224 shares of KKR & Co worth $204K as of Q2 2026.
  • Founders Financial Alliance bought 4 KKR & Co shares in Q2 2026, an estimated $388.
  • KKR & Co made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #431 holding.
  • Founders Financial Alliance first reported a position in KKR & Co in Q3 2020 and has held it in 7 quarters since.
  • Founders Financial Alliance's KKR & Co position peaked at $297K in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.